Corporate Businesses
We accompany corporate businesses who strive for excellence, efficiency and profitability and guide them through the path of digitalization to success.
Services
Services at Nexell are not an offer which you pick off the shelf. Services are our tools, our wide pool of experience and best practices which we gathered over decades of our work and which we apply to all our projects as needed to help you be the best you can be. We empower you with our profound knowledge, not just tools.
Strategic CRM Consulting powered by EPFL’s SEAM
Our strategic CRM services, solutions and events help you increase your visibility, connect with your stakeholders and build the relationships necessary to make a lasting impact.
We use the Business Opportunity Canvas SEAM (Systemic Enterprise Architecture Method) developed by EPFL (Ecole Polytechnique Fédérale de Lausanne) to map, iterate and align your CRM with your Business Strategy. Our CRM Consulting services are delivered in the form of a workshop(s) of 3-4 hours, grouping 4-5 key stakeholders. Some extra-work is required to compile collected information during the workshop(s) and perform related analysis, such as SWOTs, cost estimations, action plans and finally issue your CRM Roadmap. With a presentation to Management we usually close the first consulting mandate.
Contact us for more information about our Strategic Consulting approach.
Project Management
You need guidance throughout your CRM implementation project? This is not unusual.
Of course, the success of your project is our ultimate goal. To ensure the project is on time, on budget and every step of the way is secured, we align and guide you through the entire project lifecycle and all tasks related, including user onboarding and adoption.
Contact us for more information.
Salesforce Implementation
We believe in doing one thing exceptionally well, which is why we only work with Salesforce.
By focusing on only one tool, we have the capacity and expertise to serve your specific needs, no matter what project size or complexity, single-cloud or multi-cloud; local or international helping you to:
- empower your sales team to close deals like never before with Salesforce Sales Cloud?
- enhance your customer support with Service Cloud?
- personalize your customer journeys with Marketing Cloud or Pardot?
- build better customer experiences with Commerce Cloud?
- create and deliver content for your community with Salesforce Community Cloud?
- extend your sales and service capabilities with Salesforce Platform?
- turn your data into a competitive advantage with Salesforce Analytics?
- last but not least scale onboarding, supercharge productivity, increase Salesforce adoption, and cultivate company culture with myTrailhead?
- improve donor and stakeholder management, deliver better programs, and accelerate your transformation into a connected nonprofit with Salesforce Nonprofit Cloud and our NexellAngels services?
- and much more.
Contact us for more information and help us understand your CRM needs so we can help you make a difference.
Custom Development
Although we always try to stick to the standards, our team of certified Salesforce engineers has the ability to deliver complex, state-of-the-art custom solutions.
Independent if you are a NPOs/NGOs, SMB or a startup: we understand that small businesses and impact-driven organizations have different needs than large multinationals. According to your needs, we provide you with your individual, custom solution, with an accessible, scalable base which will grow with you.
Contact us to help us better understand your business needs, so we can help you get the maximum possible out of your tool.
Integration
Integration is key in order to drive your digital innovation and values, optimize business processes and reduce costs. By integrating your different tools and systems into Salesforce, we make all your data available across all systems which helps you streamline and simplify processes and business management.
We have experience with many different implementation tools, i.e. talend, jitterbit or mulesoft, etc. and choose the right fit relating to your existing systems to be connected and your needs.
Contact us for more information.
Digital Marketing and Web Design
When attracting new clients, donors or stakeholders, CRM is not only about building a contacts database with phone numbers and email addresses. It is also about designing digital marketing strategies, tools and processes that will help offer them a seamlessly integrated journey over your different communication channels: emails, social media, website, etc.
At Nexell we truly believe that your CRM solutions, your website, and your social media should live together and work in perfect collaboration and alignment to smoothen the transition between marketing and sales operations. This will be achieved by:
- Improving content performance & lead generation
- Boosting lead conversion rate
- Optimizing cost efficiency compared to traditional marketing
- Raising ROI from your campaigns
- Earning trust and building brand reputation & recognition
- Improving communications outreach
- Providing real time results & reporting
On top of our pure CRM expertise with Salesforce, we have a dedicated team of web and design experts to support you in the design and implementation of your digital marketing strategy. We provide our customers, large & small, with the platforms, tools, technologies and knowledge necessary for a state of the art and professional web presence and digital interactions. Everything from a simple one page website, to a fully engineered, CMS based portal for your company and partners.
The digital marketing services offered by Nexell include:
- Integration of your website with your Salesforce CRM modules
- Implementation of Salesforce's Pardot and Marketing Cloud and design of marketing automation strategies
- Development and Integration of a Salesforce Community Cloud front-end portal to your website
- General website design, development, implementation and Swiss-based hosting (www.novatrend.ch)
- Social Media campaigns and monitoring
- CMS - Joomla! & Drupal based development
- SEO and search engines placement, including Analytics
- Add-on applications like eShops, blogs, and much more.
Contact us for a discussion about your needs and visions.
Data Services
Data is key to your business and handling it the right way is absolutely essential to get the most out of your CRM solution. At Nexell we help you manipulate, process, clean, enrich and migrate legacy or existing data based on fit-to-purpose strategies, methodologies, and tools. We also help you implement data quality monitoring processes to increase sanity, unicity and accuracy of your data.
Depending on your needs, we can also help you design a data governance strategy that will embrace your entire IT ecosystem and include the following steps:
- Build a data dictionary
- Prioritize data
- Standardize and align data structure
- Define master data and ownership
- Define access rights and permissions
- Monitor data quality across systems
Contact us to discuss the best way to master your data.
Training
We empower you with expertise and education that help you build long-term, impactful relationships. You are offered a full range of education and training services, complementing Salesforce’s standard product training, relating to your individual needs.
- Customer / project specific user training
- Module / application specific user training
- System administration training
- New release / new features training
- CRM conceptual / organizational training
- Custom designed courses and programs based on customer specific requirements.
- Additional Salesforce online trainings available for you on Salesforce Trailhead
Join our free Lunch&Learn Training Sessions to learn and better understand the use of key Salesforce features.
Whether you prefer traditional classroom format, to meet at your premises or rather a location organized by us, we are flexible and provide you with the training that is best for you. You can also choose online classes, a professional WBT (Web Based Training) or blended learning basis.
You want to create a culture of learning within your own company and optimize new-hires onboarding with customized brand and content? Then, you definitely want to learn more about myTrailhead.
Contact us to discuss your individual training needs and we will help you make your training a success.
Support & Maintenance
We are here for you, every step of the way. Our customer excellence team helps you achieve the maximum from your CRM throughout the year, without the added costs of having your own internal trained system's administrator or add-on Premium Support agreements.
- Multilingual user support, in all CRM & system areas, with direct end user (Level 1) triage & support.
- Level 2 & 3 support to your internal super users and teams, with direct & clear escalation channels.
- Same business day response
- All clients are provided a dedicated multilingual customer support portal
- Full system administration and modifications, in all system areas
- Best practices, Prototyping and Benchmarking
- Strategic support & consultation for further system changes, new deployments, customer re-organizations and new customer strategies etc
- Support with each new system release, new features and functions, deployment strategy etc.
- System configuration, maintenance and execution of campaigns, setup, workflows, security, data quality etc
- Reports and dashboards creation, modification
Salesforce’s Premier Success additionally offers you different levels of support for your individual guidance needs.
Contact us to discuss how we can support your CRM needs.
Nexellerator - Solutions for salesforce.com
Our services, technologies and strategies, based on 15+ years of experience & collaboration with both small and large organizations, have allowed us to create a set of unique solutions, best practices and methodologies in the field of relationship management, which we apply to all projects, large and small, locally and internationally.
All packages bear the "swiss made software" quality label.
The packages are fully secured with salesforce.com's platform, encryption features and are fully prepared for local and European, GDPR and Swiss data privacy regulations.
Availability & Pricing
The Nexellerator packages are designed for, and using salesforce.com's latest Lightning UI technologies. They are available exclusively from Nexell and are provided in an "unmanaged" (unlocked) form, with full access to source code to allow detailed, customer specific customizations, without the need for "one of" work-arounds.
They are provided to our clients for a low cost, one time fee, without any recurring monthly, yearly license or maintenance fees.
Nexellerator Advantages
- Built and developed by Nexell in Switzerland.
- Experience-based & Peer-reviewed by Swiss industry experts.
- Built on top of the world's leading CRM & Cloud platform, salesforce.com.
- All modules & functions are available individually or as a package.
- Provided as a License free, unlocked package, allowing for full customization and source access, with the IP (Intellectual Property) belonging to the end customer.
- Fully secured, encrypted, with local data storage options.
- Ready for GDPR and local data privacy laws.
Nexellerator for Startups
Nexellerator for Startups is a CRM Booster Kit for high-potential companies, who need a premium CRM solution, up and running in less than a month, and for an affordable, predictable price.
- You want to identify and manage leads more efficiently?
- You want to focus on Sales rather than on admin tasks?
- You have sensitive data that you need to secure and protect?
- You want to maximize growth and profitability, from the start?
- You want to increase the company value and potential?
- You want to be able to provide reliable, real time metrics?
- You want to be able to track progress and success without extensive and time-consuming analysis?
- You want to pitch investors and raise funds more easily?
Nexellerator for Startups will give you the opportunity to:
- Centralize data on your ecosystem (clients, partners, stakeholders).
- Track daily interactions and plan follow-up tasks.
- Structure and streamline your Sales process.
- Get optimal visibility on your pipeline and forecasts.
- Manage Marketing activities and campaigns ROI.
- Monitor Operations with visual reports and dashboards.
- Benefit from #1 cloud solution accessible from desktop or mobile device.
- Receive support from a local, Salesforce.com certified partner. (Founded in 2002).
- Ensure maximum flexibility and scalability for the future of your company.
- Get a customized CRM system up and running in less than 1 month.
- Take advantage of an onsite, personalized hands-on training session.
- Configuration will be based on salesforce.com's Lightning Professional Edition and will include the following objects: Leads, Accounts, Contacts & Opportunities as specified.
- Nexell will make recommendations regarding the type of license required (PE or EE licenses).
- 1 month of free Salesforce licenses as a 30 days trial.
- Salesforce licenses not included, implementation to be started on the trial platform.
- The implementation will be completed within 30 days following the first meeting with the client.
- Max.10 custom fields per object will be created.
- 4 custom reports and 1 dashboards will be created.
- Add-on Marketing: Campaigns and mass-mailings with your favourite e-marketing tool (Mailchimp, Pardot, etc.).
- Add-on Data Management: data migration, automation, integration and custom development.
Nexellerator for FinTech & Financial Services Industry
With our experience in the field of relationship management, together with a wealth of accumulated knowledge and experience in the Financial Services industry, Nexell has developed a series of "Accelerator" packages which give FinTech clients a kick-start to their projects.
Be it applications for Private Banking, Wealth, Fund or Asset Managers, Private Equity or Family Offices, all applications are base on the leading salesforce.com cloud platform.
All packages have been developed by Nexell in Switzerland, for the Swiss Financial Services Industry, based on our extensive experiences gained over the years. They have been peer-reviewed by Swiss industry leaders & experts, supported by the Zurich based F10 FinTECH Incubator.
Nexellerator for Private Banking
As a Private Bank, providing banking, investment and other financial services for HNWIs (High Net Worth Individuals), it is critical that all aspects of your personalized relationships are properly managed, up to date and accessible at any time and at a moments notice.
Nexellerator, provides the necessary features and functions for the management of individual, family and corporate wealth, in a compliant and transparent way.
As your services are structured and tailored to each individual client and their specific needs, and may vary from wealth management, tax advisory and even concierge services, you need a system that is flexible, adaptable and as unique as your services are.
Managing the assets and wealth of your clients, as well as their financial portfolios, taxes, investments, taxes, inheritance, together with full information on beneficiaries and insurance contracts, all in a central, logically structured system, provides for a modern platform for personalized services expected today.
As your business is unique, global as well as local, all Nexellerator modules can be custom combined to specifically suit your unique needs.
Nexellerator for Fund Managers
As a Fund Manager, implementing your funds investment strategy and managing your client's portfolio and trading activities, it is essential to have a clear and up to date view on the daily business and ensuring the client's interests are protected.
Nexellerator provides the needed tools to track your Funds, Fund Classes, Fund Families as well as Fund History, NAV etc.
In addition, maintaining and monitoring the client's investment positions and history are all centralized in the CRM system, with full audit and due diligence capabilities.
As your business is unique, global as well as local, all Nexellerator modules can be custom combined to specifically suit your unique needs.
Nexellerator for Asset Management
Managing, monitoring and maintaining your client's assets, be they financial, infrastructure, intellectual or enterprise, requires the best tools to ensure that all information is available to you when you need them.
Ensuring the assets are being consistently developed, operated, maintained, upgraded, and fnally disposed of in a proper way, implies having a continuously up to date picture of the asset, its value and its history.
Nexellerator solutions allow Asset Managers to document and track their customer's assets, their history, purchased value, present value, their sale etc, in a consistent, standardized and transparent manner.
The tracking of various asset types, for Individuals, Household or Corporations, including physical (real estate, vehicles etc), financial investments, cash, jewellery, metals and minerals, as well as alternative assets, are summarized per client portfolio.
Together with their financial accounts, credit cards, bank accounts, insurance policies etc, as well as authorized signatory and beneficiaries, Nexellerator provides a "single source of truth" for the management of your client's assets.
As your business is unique, global as well as local, all Nexellerator modules can be custom combined to specifically suit your unique needs.
Nexellerator for Family Offices
Family Offices, managing single or multi-family wealth, often over multiple generations, deal with a full range of often unique services to be provided, and ultimately managed.
From individual wealth to the management of the household, foundations, philanthropic causes, through to the whole palette of financial services, the task is complex and needs a centralized visibility of all relevant information, at any given point in time.
The tracking of individul and family or household investments, wealth, assets, as well as contracts, signatories, life events, beneficiaries and much more, is provided with the Nexellerator package for a managed view and full transparency of the present state of affairs, as well as their history.
As Family Offices often have unique services, custom designed to their clientelle, Nexellerator modules can be custom combined to specifically suit your unique needs.
Nexellerator Extensions
Nexellerator FX Manager
The Foreign Exchange (FX) accelerator component is fully integrated with salesforce.com's multi-currency management tools, with a realtime connection to the European Central Bank, to monitor currency fluctuations. The component enhances salesforce.com's advanced & dated currency management, monitoring all system defined currencies versus the customer's default currency, for all financial transactions.
FX Manager includes:
- Up to date currency exchange rates automatically fed from the ECB (European Central Bank)
- Enhances salesforce.com's advanced dated currency management functionality.
- All system defined currencies are compared live, to the system's default currency
- Positive / Negative exchange rate indicators, versus the previous period
- Link to the ECB's individual reference exchange rates
- Auto-update of salesforce's dated exchange rates, with new daily rates (Admin only)
Nexellerator Relationship Manager
The Relationship Manager Accelerator component extends salesforce.com's CRM functionality and allows you to simply manage relationship to any person or entity in the system.
Full relationship (ex: Client - Advisor) and reverse relationship (ex: Advisor - Client) management functionality is available for true N:N mapping of your client's connections in a 3600 view of your data.
Relationship Manager includes:
- Relationship mapping with a clear and user friendly interface
- Client specific Auto-Reverse relationship definition, without the need for Admin setup
- True N:N mapping of any person or client, business or individuals, in a single logical view
- Direct navigation, with on the fly edit and extended Relationship Notes functionality.
- Free selection of which fields & data are to be visible for each relationship
Nexellerator Relationship Tree
The Relationship Tree Accelerator component provides for a graphical, data centric hierarchical view of your relationship data.
Your Client and person data are presented in a horizontal or vertical view with dynamic focussing on the record of choice, providing a clear "picture" of your key business relationships and their influences.
Relationship Tree includes:
- Vertical or horizontal component to view your relationships in an "on-page", hierarchical & graphical way
- Focussed and data centric presentation of your data of choice
- Direct navigation, with on the fly edit and extended Relationship Notes functionality.
- Free selection of which fields & data are to be visible for each relationship
Nexellerator PhotoDrop
The PhotoDrop Accelerator component allows for simple drag and drop upload of photos for all salesforce.com pages.
Upload your client's picture, company logo or the picture of your client's assets.
PhotoDrop includes:
- A simple way to drag and drop any photo onto your salesforce.com page layouts.
- Used for person photos, company logos, photos of Client's assets etc.
Nexellerator Permaleads Connect for Salesforce
Permaleads from Permagroup is the leading website lead generation tool for B2B customers in Switzerland. It provides you with comprehensive information you need about visitor website behaviour, who has visited your website and shown interest in your products and services, for more informed decision making.With Permaleds Connect for salesforce, all this crucial business information is in your salesforce.com CRM, ready for your teams to maximize their targeted Sales and Marketing customer acquisition processes.
Key Features:
- Automatic Lead creation in salesforce from data received from your Permaleads account.
- Capture company name, website, address, number of visits, URL visited, duration, date and time, Lead/Account Source and the source website etc
- Language preference, product interest, campaign targeting based on the visited URL
- Salesforce driven reporting & dashboard statistics
- Permaleads Connect for salesforce (connector) = CHF 1’900.00 one time cost
- Salesforce.com services, setup & support = Please contact Nexell
- Permaleads licenses = Please contact Permagroup
- Salesforce.com licenses = Please contact salesforce.com
Links:
- Permagroup: www.permagroup.ch
- Video: What is Permaleads
- Video: Permaleads for salesforce
- PDF: Permaleads for salesforce (English version or Deutsche Version)
Nexellerator Register Check (Zefix & UID) for Salesforce
When you are managing and maintaining your CRM Company data, do you regularly consult central registrar websites (HR-Handelsregister) like www.zefix.ch and www.admin.ch ?
Instead of manually searching for the correct website and needed information, why not simply automate the task directly from your salesforce.com CRM system.
Our Nexellerator Register Check package connects to Zefix and the admin.ch Swiss company register sources and helps you quickly identify the company (Lead & Account) you are looking for and automatically import the key information needed.
Nexellerator also makes a name check to ensure that you have the official legal company name in your system, as per the official registry.
If multiple instances of the company are found, you have the possibility to select the correct company or to mark it as “not registered” if not found. Once selected, the data sources are linked and data imported into salesforce and your Lead or Account is updated.
Nexellerator ensures that you have the most up to data and legally correct information from the central Swiss registries, directly into your salesforce.com CRM.
Nexellerator SDG
Manage your SDGs in salesforce.com.
The 2030 Agenda for Sustainable Development, adopted by all United Nations Member States in 2015, provides a shared blueprint for peace and prosperity for people and the planet, now and into the future.
At its heart are the 17 Sustainable Development Goals (SDGs), which are an urgent call for action by all countries - developed and developing - in a global partnership.
They recognize that ending poverty and other deprivations must go hand-in-hand with strategies that improve health and education, reduce inequality, and spur economic growth – all while tackling climate change and working to preserve our oceans and forests.
The Nexellerator SDG package, allows you to manage your SDG goals directly in salesforce, also graphically. Track multiple SDGs for every Lead and Account in the system, dynamically and report on them graphically.
In an instant, your users will see which Account has achieved which goal.
Nexellerator Swiss QR-Bill
The new QR-Bill was launched in Switzerland on June 30, 2020. It will allow faster, easier and more efficient payments possibilities for all.
The new QR-Bill will gradually replace the current Orange & Red payment slips, which are planned to be fully discontinued and removed from the market by September 30, 2022.
All Swiss businesses therefore face the challenge to adopt, use, and be able to issue these new QR-Bill payment slips & invoices.
Why not simply use the Nexellerator Swiss QR-Bill, salesforce.com add-in solution, and ensure you are ready for this new payment technology, already being used by many Swiss businesses?
Swiss QR-Bill Advantages:
- Quick & easy scan of the QR code
- One-click and payment is registered automatically
- No more manual typing of information, reducing errors
- Less manual work
- Payment via e-banking
- Payment via mobile banking
- Payment by mail
The Nexellerator Swiss QR-Bill solution:
The solution is natively built on the salesforce.com platform, without the need or connection to external banking or ERP systems. Of course, connecting to your billing application is possible if this is desired.
The solution is adapted to your exact data model, for your specific needs, ensuring the strict Swiss QR-Billing standards are supported and respected.
- Nexellerator installed package onto your salesforce.com CRM system.
- Adaptable to any data model. The solution can be used and invoices generated from any single object or combination of multiple objects.
- QR-Bill generated from a single Invoice object.
- QR-Bill generated from multiple objects (ex: Account, Contact, Opportunity, Products, Quotes, Contracts etc.).
- QR-Bill generated from any custom object, within your own customized system and data model.
- Can be adapted to any Corporate Identity (CI).
- QR-Bill output as PDF or editable MS-Word.
- Single QR-Bill generation (single record).
- Mass QR-Bill generation (multiple records).
- Multilingual & Multi-currency dependencies possible.
- Generated QR-Bill can be saved as a file on the salesforce record.
Prerequisites:
- Salesforce.com CRM, Platform or Enterprise Edition or higher.
- Document generation capabilities (Titan is recommended).
Download the Nexellerator Swiss QR-Bill product sheet here.
Contact us to see how we can support your CRM and project needs.
